COMPANY INFO

We are a leading global wealth manager, and the UK’s largest, with total client assets of £134.1bn, as at 30 June 2009. With offices in 25 countries, the firm serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services, and brokerage.

JOB DESCRIPTION

To work in conjunction with designated introducers, providing a comprehensive financial planning service to clients. Fulfilling client needs from a range of company approved providers by analysis of client’s individual financial position, understanding client’s financial goals and attitude to investment risk and recommending the most suitable solutions to meet the client’s financial needs. Work closely and build relationships with nominated introducers to provide support, guidance and coaching to achieve individual and team sales activity targets. To deliver business performance within appropriate regulatory and risk management parameters.